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Quote Object v2

Technical guide on using the Accelerate API v2 to retrieve, add, and update quotes associated with opportunities.

Funmilola Olorode avatar
Written by Funmilola Olorode
Updated over 6 months ago

Path Parameters

HTTP Header

api-key REQUIRED

string - Your Accelerate API Key

URL Substitution

subdomain REQUIRED
string - Your Accelerate subdomain

relationship ID REQUIRED
integer - ID of your chosen relationship

opportunity ID REQUIRED
integer - ID of your chosen opportunity

quote ID OPTIONAL
integer - ID of your chosen quote


Quote Requests

GET POST PUT


GET POST - Retrieve all quotes from an opportunity or add a quote to an opportunity.

https://{{subdomain}}.quotevineapp.com/qvine/quotevine/api/v2/relationships/{id}/opportunities/{id}/quotes/

Example Payload

POST

{
"quote_status": "New",
"dealer_funding_flag": "Y",
"asset_type": "CAR",
"cap_id": 74468,
"product_type": "Business Contract Hire",
"frequency": "Monthly",
"term": 48,
"extension_flag": "N",
"annual_mileage": 8000,
"monthly_payment_finance": 471.16,
"monthly_payment_maintenance": 0,
"create_cashflows_flag": "N"
}

Response

400

Returned if the request sent is invalid.

404

Returned if the request is not found or the user does not have permission to view it.

200
Returned if the request is successful.

Expand to see example of a successful response.

{
"items": [
{
"quote_id": 20295193,
"quote_status": "Just a Quote",
"funder_id": null,
"funder": null,
"dealer_funding_flag": "N",
"funder_quote_number": null,
"funder_doc_fee": null,
"quantity": 1,
"asset_type": "Car",
"cap_id": "96582",
"manufacturer": "SMART",
"range": "FORFOUR",
"model": "FORFOUR ELECTRIC HATCHBACK",
"derivative": "60kW EQ Premium 17kWh 5dr Auto [22kWch]",
"dealer_otr_override": 22295,
"cca_status": "Regulated",
"activation_date": null,
"product_type": "Personal Contract Hire",
"vat_display_type": "Inc. VAT",
"frequency": "Monthly",
"initial_payment_multiple": 3,
"deposit_amount": 0,
"term": 36,
"orders": [],
...
},
{
"quote_id": 20295173,
"quote_status": "Just a Quote",
"funder_id": null,
"funder": null,
"dealer_funding_flag": "N",
"funder_quote_number": null,
"funder_doc_fee": null,
"quantity": 1,
"asset_type": "Car",
"cap_id": "100565",
"manufacturer": "BMW ALPINA",
"range": "4 SERIES",
"model": "4 SERIES GRAN COUPE",
"derivative": "B4 3.0 Bi Turbo 5dr Switch-Tronic AWD",
"dealer_otr_override": 79900,
"cca_status": "Regulated",
"activation_date": null,
"product_type": "Personal Contract Hire",
"vat_display_type": "Inc. VAT",
"frequency": "Monthly",
"initial_payment_multiple": 3,
"deposit_amount": 0,
"term": 36,
"orders": [],
...
}
]
}


GET PUT - Retrieve or update an existing quote from an opportunity.

https://{{subdomain}}.quotevineapp.com/qvine/quotevine/api/v2/relationships/{id}/opportunities/{id}/quotes/{id}/

Example Payload

PUT

{
"quote_status": "Submitted",
"dealer_funding_flag": "N",
"frequency": "Monthly",
"term": 36,
"extension_flag": "N",
"annual_mileage": 8000,
"monthly_payment_finance": 395,
"monthly_payment_maintenance": 25,
"create_cashflows_flag": "N"
}

Response

400

Returned if the request sent is invalid.

404

Returned if the request is not found or the user does not have permission to view it.

200
Returned if the request is successful.

Expand to see example of a successful response.

{
"quote_id": 20295133,
"quote_status": "Accepted",
"funder_id": null,
"funder": null,
"dealer_funding_flag": "N",
"funder_quote_number": null,
"funder_doc_fee": null,
"quantity": 1,
"asset_type": "Car",
"cap_id": "95137",
"manufacturer": "AUDI",
"range": "A1",
"model": "A1 SPORTBACK",
"derivative": "25 TFSI Black Edition 5dr",
"dealer_otr_override": 25200,
"cca_status": "Regulated",
"activation_date": null,
"product_type": "Personal Contract Hire",
"vat_display_type": "Inc. VAT",
"frequency": "Monthly",
"initial_payment_multiple": 3,
"deposit_amount": 0,
"term": 36,
"orders": [],
...
}


Quote Attributes

When updating/adding a new quote via the API, there are a number of fields needed.

Mandatory Fields

Expand to view the mandatory fields

quote_status - string
Must be one of your custom Quote/Proposal statuses. If you leave this blank it will default to your Quote/Proposal status with the lowest ordinal.

dealer_funding_flag - string
Y or N

frequency - string
Must be one of Monthly, Quarterly, Bi-annual, Annual

term - number
Must be between 1 and 72

extension_flag - string
Y or N

monthly_payment_finance - number
Amount paid monthly

other_service_description - string
This field is only mandatory if monthly_payment_other_service > 0

create_cashflows_flag - string
Y or N - Only on POST . Indicates if the default cashflows should be created when the quote is inserted.

Non Mandatory Fields

Expand to see all non mandatory fields that can be used

quote_id - number
Must not be supplied when using POST or PUT .

driver_id - number
Must be a driver ID related to the relationship supplied.

funder - string
Must be one of the funders in Accelerate. Contact support for a current list.

funder_quote_number - string

funder_doc_fee - number

quantity - number

asset_type - string
Must be one of CAR, LCV.

cap_id - number
Must be a valid CAP ID for the given asset_type. You cannot change this value using a PUT .

Note: asset_type and cap_id must be provided for new vehicle quotes.

cap_code - string
Must be 20 characters long. Either cap_code OR asset_type AND cap_id must be supplied. You cannot change this value using a PUT .

dealer_otr_override - number

Override the OTR for dealer invoicing purposes.

cca_status - number
Must be one of Regulated, Non-regulated; High net worth, Non-regulated; Business use.

finance_product_id - number
Must be the numeric ID of a finance product you have configured in Accelerate.

Note: at least one of finance_product_id and product_type must be passed.

product_type - string
Must be one of Cash, Conditional Purchase, Contract Hire, Contract Purchase, Finance Lease, Hire Purchase, Lease Purchase, Personal Contract Hire, Personal Contract Purchase.

Note: if you have multiple finance products configured with the same finance type, if you do not also pass in finance_product_id, the system will assign the first-created finance product of a matching type.
At least one of finance_product_id and product_type must be passed

vat_display_type - string
GET only

frequency - string
Must be one of Monthly, Quarterly, Bi-annual, Annual.

initial_payment_multiple - number
Must be between 1 and 12. Must not be specified if deposit_amount is specified

deposit_amount - number
Must not be specified if initial_payment_multiple is specified.

term - number
Must be between 1 and 72.

extension_flag - string
Y or N

rfl_included - string
Must be one of None, First Year or Full Term

annual_mileage - number
Must be a whole number > 0

monthly_payment_finance - number

monthly_payment_maintenance - number

monthly_payment_tyres - number

monthly_payment_glass - number

monthly_payment_relief_vehicle - number

monthly_payment_recovery -number

monthly_payment_other_service - number

other_service_description - string

excess_mileage - number
Pence per mile

excess_mileage_2 - number

excess_mileage_m -number

excess_mileage_m_2 - number

final_payment - number

pause_type - number
Must be one of Spread, Terminal

target_delivery_date - string
Must be fewer than 50 characters.

Note that this does not have to be a date, could be e.g. 'By the end of February'.

create_cashflows_flag - string
Y or N - Only on POST . Indicates if the default cashflows should be created when the quote is inserted.

proposal_url - string
QV Apply URL unique to this relationship and quote. Only populated if the client is set up with QV Apply.

acceptance_date - date

salsac_gross_deduction - number

salsac_net_impact - number

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